FAI Advisors, Inc. logo

FAI Advisors, Inc.

Updated today

Client assets under management

$300,592,763

Clients

363

26% high-net worth

Advisors

5

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

73

Typical

Average account size

$828,079

About

FAI Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio construction and ongoing monitoring, individual consulting engagements on topics like retirement or estate planning, and may select sub‑advisers to manage client assets when appropriate.

The firm uses a mix of fundamental and technical analysis, mutual fund and ETF screening, and asset-allocation strategies, with an emphasis on long-term purchases where suitable for a client’s objectives, and conducts ongoing reviews of sub‑advisers and model strategies. FAI also makes available insurance-based investment programs (including annuity advisory arrangements administered through Jackson National) and offers client access to SEI Investments Management Corporation’s Managed Account Solutions (MAS) wrap program through a sub‑advisory agreement.

Notably, the firm’s principals are separately licensed to market insurance products and disclose spending significant portions of their time on insurance business, creating potential conflicts of interest when insurance solutions are recommended; the brochure explains these conflicts and steps the firm takes to address them. The advisers also have ownership interests in related businesses — including a business‑succession planning firm and a behavioral neuroscience coaching program used as part of planning — which the firm discloses as additional non‑advisory activities.

Client services

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Annuities Business succession planning

Fee options

Fixed

One-time fixed fees for consulting services as determined by Consultant and specified in client agreement.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.45%

Other

Fee-only: Consulting Services fees are negotiated per client agreement; may include one-time fixed fees or annual fees; no more than $1,200 charged more than six months in advance.

Main office location

FAI Advisors, Inc.

27500 Drake Rd., Suite 110

Farmington Hills MI 48331, United States

Number of offices

1

Most active in

Florida · Michigan · New Hampshire · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chavez V

Series 66

Farmington Hills, MI

FAI Advisors, Inc.

Chavez Vincent is a financial advisor at FAI Advisors, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at O.N. Investment Management Company since 2016, as well as with The O.N. Equity Sales Company and Ohio National Financial Services since 2015. Outside of his advisory role, he engages in non-registered insurance sales related to life, disability, and fixed annuities. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients through a team of five advisors, utilizing fundamental and technical analysis, asset allocation, and long-term investment strategies.

Annuities Business succession planning
user avatar

Patrick M

Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Patrick Marody is a financial advisor with FAI Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at On Investment Management Co and The O.N. Equity Sales Company since 2004, as well as longstanding positions with General American Life Insurance Company and Mutual Benefit Life. Outside of his advisory work, he is involved in consulting and coaching through Empowering Futures, LLC and manages business succession activities with B Trace Partners/Q5. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension plans, trusts, estates, and business entities. The firm manages approximately $301 million for around 516 clients through a team of five advisors, employing fundamental and technical analysis alongside tailored portfolio management and consulting on retirement and estate planning.

Annuities Business succession planning
user avatar

Bryan A

Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.

Annuities Business succession planning
user avatar

Christopher C

ChFC®, Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Christopher Cousins is a ChFC® credentialed financial advisor with 33 years of industry experience. He is affiliated with FAI Advisors, Inc. and has held roles at The O.N. Equity Sales Company, Ohio National Financial Service, and Capital Planning Solutions, LLC. Cousins serves on the boards of Westside Christian Academy and the Face Foundation, and is involved with the Cousins Foundation as an authorized party. He is also the managing member of Empowering Futures, LLC and B Trace Partners/Q5, both non-investment related businesses focused on coaching and business succession planning. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a team of five advisors and manages approximately $301 million, offering tailored portfolio management and consulting with an emphasis on long-term investment strategies and the use of sub-advisers.

Annuities Business succession planning
user avatar

Clifford R

CFP®, Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

Annuities Business succession planning
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